NWZMX Mutual Fund

NWZMX Mutual Fund (Nationwide Loomis All Cap Growth Fund Class R6) is managed by Nationwide. NWZMX expense ratio is 0.82%, holding 45 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2017-05-31.

NWZMX performance shows a YTD return of -3.95%. The 1-year return is -2.04% and the 5-year return is 8.83%. NWZMX dividend yield stands at 8.98%, paid annually.

NWZMX top holdings include Nvidia Corp. (11.4%), Alphabet Inc Common Stock USD 0.001 (8.6%), Tesla Inc (6.5%), Amazon.Com Inc (6.3%), Meta Platforms, Inc. (6.3%). Go to all NWZMX holdings, NWZMX sectors, or NWZMX dividends.

NWZMX can be compared against other funds. Use NWZMX overlap to find shared positions, or NWZMX vs another fund for a side-by-side view. NWZMX alternatives are available via the screener, along with tax-loss harvesting opportunities.